Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
5,066 clients
Average Client Portfolio
$598K average
Assets Under Management
$3.0B

Fee Structure

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Location

2 James Center, 1021 East Cary Street, #702, Richmond, VA, 23219

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wealthcare Capital Management LLC
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Whalen Financial
October 2023 - March 2024 · 5 mos
Rfg Advisory, LLC
April 2022 - September 2023 · 1 yr 5 mos
State Registrations1 state
AL
Advisor
Exams
No exam information available for this advisor.
Di Wu - Financial Advisor | TrueAdvisor